The Murdoch Discount
Dan Gross lays out the details of the huge, embarrassing, 50% discount to value that that News Corp properties are suffering under the...
10 Monday Afternoon Reads
Some interesting reading material for your afternoon pleasure: • Wall Street’s Euthanasia of Industry (Michael Hudson) • Mastering...
Sean Egan on Credit Constraints
Insight on the credit situations in Europe and the U.S., with Sean Egan, Egan-Jones Ratings Company and Alison Deans, former Neuberger...
Market Capitalization (NYSE + Nasdaq) as %GDP
I always find these charts instructive in terms of where we are over the longer cycle in terms of valuation relative to economic activity...
FusionIQ Redesign & Free T/A Stock Screens
We’ve been doing a lot of behind the scenes tweaks to FusionIQ, and there are some wicked cool features coming in the fall....
Ritholtz Rates Bernanke
Barry Ritholtz, author of Bailout Nation, says Fed Chairman Ben Bernanke is in danger of adopting the worst policies of his predecessor...
Do Credit Bubbles Leave Behind Any Value?
My Sunday WP column, titled Note to investors: It takes longer to bounce back from a credit crisis, led to an excellent question that I...
Look Out Below, Euro Stress Test Version
click for updated futures > Media commentators have an unfortunate tendency to misunderstand cause and effect when it comes to market...
10 Monday AM Reads
Lots of interesting reading to start the week: • Five truths about the deficit and the national debt (Washington Post) • Gold Rallies...
DealBook Portraits: Elizabeth Warren
Once a Wall Street lawyer, Elizabeth Warren was selected by President Obama to set up the Consumer Financial Protection Bureau. She talks...